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747 hedge funds and large institutions have $8.9B invested in AES in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

18% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 114

3.51% more ownership

Funds ownership: 85.08%88.59% (+3.5%)

2% more capital invested

Capital invested by funds: $8.69B → $8.9B (+$214M)

1% more funds holding

Funds holding: 743747 (+4)

11% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $93M

12% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 274

Holders
747
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
9.19%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
134
Increased
242
Reduced
274
Closed
114
Calls
$82.9M
Puts
$93M
Net Calls
-$10.2M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
676
Twin Peaks Wealth Advisors
California
$3.49K +$3.69K +248 New
AWM
677
Abound Wealth Management
Tennessee
$3.16K
AT
678
Arlington Trust
Alabama
$3.13K +$3.31K +222 New
SC
679
SouthState Corp
Florida
$2.94K -$447 -30 -13%
SIM
680
Synergy Investment Management
Florida
$2.87K +$3.04K +204 New
CMA
681
Cedar Mountain Advisors
Oregon
$2.86K +$15 +1 +0.5%
AUB
682
Atlantic Union Bankshares
Virginia
$2.82K
UFPG
683
United Financial Planning Group
New York
$2.69K +$2.84K +191 New
KG
684
Kilter Group
New York
$2.68K -$30 -2 -1%
TWD
685
True Wealth Design
Ohio
$2.47K +$744 +50 +40%
SIS
686
Strategic Investment Solutions
Illinois
$2.41K +$15 +1 +0.6%
BGAI
687
Bruce G. Allen Investments
Colorado
$2.03K
FIA
688
FNY Investment Advisers
New York
$2K -$2.98K -200 -50%
ST
689
Smithfield Trust
Pennsylvania
$2K
CFG
690
Clayton Financial Group
Missouri
$1.79K
DIP
691
DT Investment Partners
Pennsylvania
$1.76K
CFM
692
Cornerstone Financial Management
Massachusetts
$1.76K
RWM
693
Rialto Wealth Management
New York
$1.71K +$179 +12 +11%
Kayne Anderson Rudnick Investment Management
694
Kayne Anderson Rudnick Investment Management
California
$1.54K
MEG
695
Millstone Evans Group
Colorado
$1.54K -$1.68K -113 -51%
PP
696
Paladin Partners
Wisconsin
$1.41K
CIAM
697
Caitong International Asset Management
Hong Kong
$1.32K +$1.22K +82 +683%
FC
698
Financial Consulate
Maryland
$1.3K
AIM
699
Anchor Investment Management
South Carolina
$1.27K
BH
700
Burk Holdings
Oklahoma
$1.23K +$1.29K +87 New

AES Hedge Fund Activity: Q1 2026 in Review

747 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2026, worth a combined $8.9B — up 2.5% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AES positions and 114 closed out — a net gain of 20 holders — while 242 added to existing stakes and 274 trimmed.

The largest buyer was UBS Group, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $249M.

  • 747 institutional investors held AES (AES) as of Q1 2026, up from 743 in Q4 2025.
  • Funds reported $8.9B of AES stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 134 funds opened new AES positions in Q1 2026 and 114 closed out, a net change of +20 holders.
  • The largest AES buyer in Q1 2026 was UBS Group, an estimated $176M added.
  • The largest AES seller in Q1 2026 was Fidelity Investments, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.